PayPay Corporation (PAYP) vs SailPoint, Inc. (SAIL)

PayPay Corporation and SailPoint, Inc. are both Software Infrastructure companies. SailPoint, Inc. is the larger, with a market value of $11.8B against $9.5B — 1.2× the size. Across the 9 metrics below, PayPay Corporation leads on 5 and SailPoint, Inc. on 4.

Valuation

Metric PAYP SAIL Software Infrastructure median
P/E — n/m 25.43
P/S n/m 10.14 2.76
P/B 3.34 1.72 2.95
Price to free cash flow 2.39 73.99 18.61
EV/EBITDA n/m 289.06 14.12
EV/Sales n/m 10.75 2.90
Earnings yield — (1.63%) 0.00%
Free cash flow yield 41.89% 1.35% 0.40%

Profitability

Metric PAYP SAIL Software Infrastructure median
Gross margin — 66.22% 59.23%
Operating margin — (18.92%) 0.00%
Net margin — (16.92%) 0.00%
Free cash flow margin 0.00% 13.70% 0.00%
Return on equity — (2.88%) 0.00%
Return on assets — (2.62%) 0.00%
Return on invested capital 0.00% (2.10%) 0.00%

Growth

Metric PAYP SAIL Software Infrastructure median
Revenue growth (TTM) — 20.13% 14.80%
EPS growth (last fiscal year) 156.84% 95.82% 17.35%
Revenue growth, 5-year CAGR — — 16.15%
Net income growth, 5-year CAGR — — 0.00%

Health

Metric PAYP SAIL Software Infrastructure median
Debt to equity 1.86 0.00 0.02
Current ratio 1.05 1.23 1.53
Net debt to EBITDA (14.54) 8.93 0.05

Dividend

Metric PAYP SAIL Software Infrastructure median
Dividend yield — — 1.12%
Payout ratio — — 0.31

Size

Metric PAYP SAIL Software Infrastructure median
Market cap 9.48b 11.75b 647.66m

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